08/23/2017 - 01/30/2018

Registration Open:

7:30 AM - 8:30 AM


8:30 AM - 11:30 AM

Meeting Type:


CPE Credit:


Field(s) Of Study:

Business Management & Organization (21.00)

Level of Knowledge:



Member: $1,495.00
Nonmember: $1,495.00

Discounts available:

Not Available


Business development is one of the most valued skills in professional services today – yet few accounting firms have programs in place to help their high potential, future partners develop their proficiency in this area.

That’s why we’ve created a business development academy specifically for accountants.

This unique, hands-on journey will help accounting professionals build their business development acumen in order to bring in new clients, generate more revenue and deliver value to the firmfor years to come.

Each attendee will emerge with a personalized business development plan designed to help them become the business developer that every firm needs. 

Who Should Attend:

·         Accountants with five or more years of experience

·         Consultants and those in advisory practices

·         High-potential young professionals and future partners

·         Those at levels equal to supervisors, managers, senior managers and partner

·         Those with the desire to contribute to business development at a higher level

·         Practice leaders and marketing directors.


Academy Class Schedule:

Personal Business Development Plan  - August 23, 2017

·         Develop a comprehensive personal marketing plan complete with goals in four areas: client development, referral sources, personal brand and pipeline management

Effective Networking – September 19, 2017

·         Make meaningful connections and drive more results from your networking efforts

Becoming a Trusted Advisor and Client Development Mastery – November 1, 2017

·         Deliver what clients truly want from you and leverage the client circle of influence

Referral Source Development – December 6, 2017

·         Where to find the best referral sources and how to develop, maintain and nurture that pipeline.

Personal Brand Building – January 10, 2018

·         How to create a powerful personal brand that drives clients to your doorstep

Excelling at the Sales Process – January 30, 2018

·         Learn how to effectively uncover needs, wants, pains, and fears in order to win more business for your firm

Register early - class size will be limited to 40 to maximize interactivity.